American Trust’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-453
Closed -$217K 366
2023
Q2
$217K Sell
453
-6
-1% -$2.88K 0.02% 380
2023
Q1
$210K Sell
459
-583
-56% -$267K 0.01% 403
2022
Q4
$462K Buy
1,042
+491
+89% +$217K 0.04% 226
2022
Q3
$221K Sell
551
-111
-17% -$44.5K 0.02% 361
2022
Q2
$274K Sell
662
-579
-47% -$240K 0.02% 331
2022
Q1
$608K Buy
1,241
+688
+124% +$337K 0.04% 210
2021
Q4
$286K Buy
+553
New +$286K 0.02% 250